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JETSX: John Hancock Var Ins Tr Total Stock Mark (MUTUAL FUND)
Basic Info 25.14 0.19(0.75%) April 19
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (79%) |
Start Date: | 05/01/2000 |
Last Dividend Date: | 10/24/2023 |
12-Mo. Yield | 6.77% |
Expenses | 0.57% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/01/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.1 | 3.5 | 20.2 | 5.2 | 11.7 | 11.1 | 13.6 | 9.2 | 6.7 | 25.6 | -20.1 | 24.4 | 21.2 | 29.6 | -5.7 | 20.6 | 12.4 | -0.5 | 11.5 | 33.4 | 15.5 | 0.3 | 17.2 | 28.9 | -37.2 | 5.2 | 13.6 | 5.7 | 11.0 | 30.5 | -22.1 | -12.1 | -10.9 |
Sharpe Ratio | NA | 1.92 | 1.81 | 0.24 | 0.49 | 0.59 | NA | NA | 0.29 | 1.58 | -0.86 | 1.76 | 0.6 | 2.21 | -0.41 | 2.83 | 0.89 | -0.03 | 0.97 | 2.94 | 1.05 | 0.01 | 0.89 | 1.03 | -0.93 | 0.14 | 0.94 | 0.33 | 0.88 | 1.81 | -0.93 | -0.67 | -0.91 |
Draw Down(%) | NA | 2.7 | 10.9 | 26.0 | 34.9 | 34.9 | NA | NA | 55.2 | 10.9 | 25.9 | 5.6 | 34.9 | 7.0 | 20.4 | 2.8 | 11.6 | 12.1 | 7.7 | 5.7 | 10.0 | 20.4 | 16.1 | 27.1 | 48.5 | 10.0 | 8.7 | 7.0 | 9.1 | 13.3 | 32.5 | 29.5 | 18.3 |
Standard Deviation(%) | NA | 11.8 | 12.2 | 18.1 | 21.9 | 18.1 | NA | NA | 19.8 | 13.7 | 25.2 | 13.9 | 35.0 | 12.8 | 17.0 | 7.1 | 13.7 | 15.3 | 11.8 | 11.3 | 14.8 | 24.4 | 19.3 | 27.9 | 40.7 | 16.0 | 11.0 | 10.6 | 11.5 | 16.4 | 24.9 | 22.0 | 21.9 |
Treynor Ratio | NA | 0.22 | 0.22 | 0.04 | 0.11 | 0.11 | NA | NA | 0.06 | 0.21 | -0.22 | 0.24 | 0.21 | 0.28 | -0.07 | 0.19 | 0.12 | -0.01 | 0.11 | 0.33 | 0.22 | 0.0 | 0.17 | 0.28 | -0.38 | 0.02 | 0.1 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | NA | NA | NA | NA |
Beta | NA | 1.01 | 1.0 | 1.01 | 1.01 | 1.01 | NA | NA | 1.0 | 1.03 | 1.0 | 1.03 | 1.01 | 1.02 | 0.99 | 1.05 | 1.03 | 0.99 | 1.02 | 1.02 | 0.7 | 1.03 | 1.03 | 1.02 | 0.99 | 1.01 | 1.06 | 1.03 | 1.03 | NA | NA | NA | NA |
RSquared | NA | 0.98 | 0.95 | 0.97 | 0.98 | 0.99 | NA | NA | 0.79 | 0.99 | 0.96 | 0.98 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 0.99 | 0.99 | 0.36 | 1.0 | 0.94 | 1.0 | 1.0 | 0.99 | 0.97 | 0.99 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 7.2 | 8.2 | 9.9 | 8.8 | 14.6 | 8.6 | N/A | 7.8 | 12.2 | 6.8 | 10.8 | 9.7 | 4.5 | 3.7 | 3.2 | 4.2 | 3.0 | 3.3 | 2.0 | 1.3 | 1.4 | 1.7 | 1.6 | 6.2 | 0.0 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -57.3 | 28.3 | 229.1 | 583.9 | N/A | N/A | N/A | -57.3 | 115.3 | -32.6 | 32.5 | 95.0 | 40.3 | 28.6 | -28.2 | 56.0 | 13.6 | 91.3 | 53.3 | 7.1 | 0.0 | -30.0 | -75.6 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2000
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